linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael John Alessi

Summit Financial

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael John Alessi

Michael John Alessi is a financial advisor with Summit Financial. Michael has been in the industry since October 26, 2005. Michael holds Series 6, Series 63, Series 65, and SIE licenses. Michael is registered with the state of Maryland as an Investment Advisor Representative. Michael also holds the Series 6 registration. Michael has experience working with individuals, corporations, and high net worth individuals. The firm primarily focuses on financial planning, portfolio management for individuals, and selection of other advisors.

Firm Information

Michael Alessi is currently registered with Summit Financial. Summit Financial is an investment advisor headquartered in HUNT VALLEY, MD. The firm has 4 licensed agents, 6 investment advisor representatives, and 6 registered representatives. They manage approximately $255,026,324 in assets for 583 clients. Summit Financial provides financial planning, portfolio management for individuals, and selection of other advisers. Their client base includes individuals other than high-net-worth individuals, high-net-worth individuals, and corporations or other businesses. They participate in wrap fee programs.
Summit Financial

11350 MCCORMICK ROAD

HUNT VALLEY, MD 21031

$255.03M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael Alessi’s Registration & Firm History

MD

05/10/2024 - Present

Summit Financial (HUNT VALLEY MD)

Not sure if Michael John Alessi is right for you?

Licenses & Designations

IA

Issued 05/09/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/11/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/26/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael John Alessi.
Not sure if Michael John Alessi is right for you?